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9.6 Accounting & Management Update 5 - Amended
Amendment Clarification
Sage has discovered an issue that involves customers who create their own PJ Custom Logs. After installing Accounting & Management Update 5, customer-created custom logs no longer displayed and could not be accessed.
If you use custom logs, and you have created a new custom log, and you previously installed Accounting & Management Update 5, please contact Technical Support. You do not need to install the update referenced in this amended notice.
If you have not yet installed the update, use the instructions in this notice. The instructions in this amended notice refer to a newer version of the update file, which fixes the issue described above.
9.6 Accounting & Management Update 5 Enhancements
Update 5 contains the following enhancements. Review the complete release notes for fixes and other contents of this update.
Project Management Payroll Time
You can now enter payroll time in Project Management field reports and send the time to the Payroll application. This feature is secured, allowing you to control which users have access. You can enter the employee, date (for certified jobs), pay ID, extra, cost code, and units. When you send the time entries to Payroll, the entries are stored in the New.prt file until you are ready to process them. You can send time entries to Payroll up until the time you finalize the field report.
Note: The new capability is intended to allow you to enter time for field employees while creating field reports and is not intended as a replacement for the Payroll Enter Time task.
The new Field Reports—Payroll Time Activity report recaps payroll time activity entered into field reports. You can add this report to your Reports menu, as follows:
- In Project Management, select Reports > Reports Manager > [New].
- In the New Report window, make the following selections:
- Report name: Payroll Time Activity
- Menu group: Field Reports
- Source: Crystal Report design
- Click in the File name box, and then click List.
- Browse to the location where your report designs are stored (typically, Documents and Settings\All Users\Application Data\Sage\Timberline Office\9.5\Accounting\Report).
- Select PJ Field Reports Payroll Time Activity (CR).rpt and then click [Open].
- Click [OK] to add the report to the menu.
Project Management - Create RFI
You can now create a new request for information (RFI) from with a Project Management field report. Click [Create RFI] in the field report to open a new RFI. This allows you to create an RFI conveniently without having to leave the field report.
Inquiry - Interface Improvements
The table and form views from within Inquiries now have an attractive and refreshed new look. We have replaced the buttons at the bottom of the windows with a more modern toolbar. You can select whether to use the new interface or continue using the "classic" view. See Inquiry Help for more details.
Inquiry - Print All Rows
This release gives you the ability to print all rows from within a given Inquiry. Whe printing the contents of an inquiry you can add or change conditions and select ranges to control the rows printed based on the security settings of the inquiry you are printing.
Service Management - Purchase Order Description Prefills
When you create a Purchase Order from a Work Order, the Work Order location description will automatically appear in the Purchase Order, eliminating the need for system lookups, streamlining PO generation, and minimizing data entry.
Inventory - Include Tax in Inventory Value
You can now select whether to post materials received in Purchasing at their net or gross value. Materials posted at gross value include taxes, which will save you time and ensure a more accurate GL reconciliation. To select this option, open Inventory, then click File > Company Settings > PO Settings tab. Select the Include Tax in Inventory Value checkbox.
Submit an Enhancement Request
We value your feedback and know your great ideas will help make our products better. To that end, we have provided a forum for you to offer your comments and ideas about Sage Timberline Office. Submitted from within the product, your ideas are automatically routed to our Product Management team for consideration. You can also view other users' comments as well as track the status of your requests. It's a quick and easy way to stay connected and share ideas with your Sage Timberline Office team.
To open the feedback system, click Help > Sage Timberline Office on the Web > Submit Enhancement Requests. In Desktop, click Tasks > Sage Timberline Office > Sage Timberline Office on the Web > Submit Enhancement Requests.
Sage Installation Manager
The Sage Installation Manager lets you install software updates to numerous workstations from a single location. For example, you can install Sage Installation Manager on your server, and use it to install updates to each individual workstation on your domain. You may benefit from using the Sage Installation Manager to install Accounting updates. Find out more.
Notes:
- You must have installed Accounting 9.6 in order to install 9.6.0 Update 5.
- This update includes all previous 9.6 Accounting updates. Review the release notes for a description of all enhancements and fixes contained in this update.
- If you install new or additional Sage Timberline Office applications after installing an update, you must reapply the update.
- You must upgrade your data after installing Update 5. Plan adequate time for the upgrade process.
- Purchasing has specific upgrade requirements.Open and upgrade Purchasing data files at the server the first time you open the application. Upgrading this data on a workstation will incorrectly set DSNs and cause data access errors after the upgrade is completed.
Download the Software Update:
Note: If you are operating in a client/server environment, you must install the update on the server and any workstation where you installed Sage Timberline Office Accounting & Management Products 9.6.0 CD or Sage Timberline Office Accounting & Management Products 9.6.0 Rev. 1 CD.
- Click the following link to download the self-extracting file that contains the software update.
- Click the following link to download the self-extracting file that contains the software update.
http://cdn.updates.timberline.com/SoftwareAlerts/960AccUpdate52.exe
- When the File Download window appears, click [Save].
- In the Save As window, select a temporary location on the server to save the file, and then click [Save].
Note: This location must be available to all workstations where Sage Timberline Office is installed. For example, create a folder named Update, if it does not exist, under X:\Timberline Office\9.5\Accounting\WinInst. Then, save the file to that location. - In the Download Complete window, click [Close].
Update the Server:
- At the server or stand-alone computer, log on with full administrative rights.
Note: Full administrative rights are defined as write access to the Windows registry and all the folders on the computer, including rights to the root of all hard disks. If you are unsure whether you have full administrative rights, ask your network administrator for assistance. Alternately, you can ask your network administrator to log on with the network administrator ID before you start the installation.
- Close all Sage Timberline Office applications and other program such as Outlook and Microsoft Office at the server and on all workstations.
- Browse to the location where you saved the file in step 3 of the "Download the Software Update" section.
- Double-click the file 96AccUpdate52.exe only once.
- If a security warning appears, click [Run] or [Allow].
- The Ready to install window appears. Click [OK].
Note: The update may take several minutes. Double-click the file 96AccUpdate52.exe only once. You will receive a message when the installation is complete.
- The Configuration Manager window displays the configuration setup. Click [OK].
- The message This update has been installed successfully appears. Click [OK].
Upgrade Data:
Note: For optimal performance, Sage recommends upgrading your data from the server. The Upgrade Files process should be performed only after the update has already been applied at the server. If you prefer to upgrade your data from a workstation instead, you must apply the update at both the server and the workstation before starting the Upgrade Files process.
- In TS-Main, select Tools > Upgrade Files.
- At the Do you have a current backup of your data folders window, click [Yes].
- Select to upgrade the current data folder or all data folders.
- If you select Current data folder, you upgrade files in the data folder in which you currently work.
- If you select All data folders, you upgrade files in all data folders that display in the Open Data Folder window. This may include data folders on other drives. With this option, the upgrade process can take a long time if you have many data folders.
- If you select Current data folder, you upgrade files in the data folder in which you currently work.
- From the Files list, select all files. Do not select the Force file upgrade check box. This ensures only files requiring an upgrade are upgraded.
- Click [Start]. The Print File Selection window opens.
- In the File name box, type a name for the upgrade report file and click [Save]. The upgrade process begins in the background.
- Review the report when the process is complete.
Update Each Workstation:
Update each workstation where you installed Sage Timberline Office.
- Log on to the workstation will full administrative rights.
- Close all Sage Timberline Office applications and other program such as Outlook and Microsoft Office.
- Browse to the location where you saved the file in step 3 of the "Download the Software Update" section.
- Double-click the file 96AccUpdate52.exe only once.
- If a security warning appears, click [Run] or [Allow].
- The Ready to install window appears. Click [OK].
Note: The update may take several minutes. Double-click the file 96AccUpdate52.exe only once. You will receive a message when the installation is complete.
- The message This update has been installed successfully appears. Click [OK].
- Repeat steps 1 through 7 at each workstation where you installed this Sage Timberline Office application.
Important: If you run the workstation installation on additional workstations later, you must also install the update by following the instructions in this section.
Update 5
Enhancements are listed above.
Fixes
The following issues have been resolved in Update 5:
Inquiries
When resizing an inquiry window, the contents displayed could change.
In some cases, Inquiries could quit unexpectedly when the inquiry window had been maximized and the inquiry was left open for extended periods of time.
Contracts
While creating a macro to move closed contracts from current to history, the Contracts application quit.
Crystal Reports
When run from Sage Timberline Office report menus, Crystal Reports that used subreports to access Microsoft Access Databases would quit unexpectedly.
Inventory
Due to and due from prefixes are now retrieved correctly when transfering inventory between locations using the Enter Stock Transfers task.
Payroll
Employee totals moved from current period to prior period after upgrading to 9.6.0 Update 4.
Project Management
Approved Commitment Change Orders where the Revise Commitment checkbox was not selected caused the Commitment Change Order amount to not be included in the detail portion of the Subcontracts with CO detail report.
In some cases selecting Printer setup when printing would cause Project Management to appear to be locked up.
In some cases copying and pasting into the Commitment Scope window caused Project Management to appear to be locked up.
In some cases when viewing Change Orders within Project Management, the change order total displayed did not include the add-ons.
Pasting the job number into the Transmittals Job field caused Project Management to quit unexpectedly.
Property Management
Next fee date was changing on leases that should not have late charges assessed yet. The Next Fee date is now updated correctly when generating late fees.
You are now able to enter prepayments in Enter Cash Receipts and distribute the prepayments to two different leases.
Purchasing
PO stopped when unconfirming an invoice or delivery docket. You are now able to unconfirm an invoice line after the invoice has been unposted.
In some cases clicking off of the purchase order entry grid while entering lines of the purchase order caused the error "POHeader:Cannot perform this operation on a closed dataset' to be displayed.
Orders could not be created if the requisition was imported when Job Cost does not use categories.
Importing requisitions into companies where Job Cost does not use categories caused errors.
Requisition totals are now updated when items or Job Cost Categories are not being used.
Requisition totals are now updated if the units are changed on a line of the requisition.
Service Management
Preventative Maintenance work order report now prints the To Do's correctly when the work order contains multiple pieces of equipment.
Sage Timberline Office updates are cumulative. The following features and fixes are included in Update 5:
Update 4 Amended
This update fixes an issue found in Update 4. The Employee Year to Date amounts in the Yearly Totals, Quarterly Totals, and Monthly Totals tabs appear in the Prior period totals. This issue appears only in the user interface, and does not affect data or reporting.
Update 4
Cash Management
Edit Register Task Causes Cash Management to Quit
Attempting to use the Edit Register task (Tasks > Edit Register) under some circumstances caused Cash Management to quit. This issue has been resolved.General
Crystal Reports
Attempting to open Crystal Reports from the Reports menu caused Crystal Reports to quit if the reports contained subreports that were linked to an Access database. This issue has been corrected.Payroll
Government-Mandated Changes
Form 941 (Rev. January 2009)
Form 941 format has been revised. Note: The revised form is also available in 9.5 2009 Report Update 3.Schedule B (Form 941) (Rev. February 2009)
Form 941 Schedule B has been revised. Note: The revised form is also available in 9.5 2009 Report Update 3.Washington Quarterly Detail 5208B Form
The Sage certification number has been removed from the Washington state quarterly detail 5208B form. Note: The revised form is also available in 9.5 2009 Report Update 3.
Australian Payroll Government-Mandated Changes
Australian Payment Summary Changes
The Employee Setup > ETP Payment Summary tab has been renamed as the ETP/INB Payment Summary tab and updated to allow the entry of the PAYG payment summary—individual non-business (INB) lump sum payment A type.The PAYG payment summary—individual non-business (INB) and PAYG payment summary—employment termination payment (ETP) printed forms and magnetic media format have also been revised.
Purchasing
GL Account Cannot be Changed
Changes to the General Ledger (GL) account on a requisition were not being saved. This issue has been corrected.Update 3
General Ledger
GL Batches by Prefix Report
Printing or previewing the GL Batches by Prefix reconciliation report from the Reports > Reconciliation > Batches by Prefix menu caused General Ledger to quit. This issue has been resolved.
Payroll
Hawaii Quarterly Report
Printing or previewing the Hawaii state quarterly form from the Reports > Government Reporting menu caused Payroll to quit. This issue has been resolved.Project Management
Import Estimate Option Not Allowing Blank Unit Description
When importing an estimate in Project Management, if there was a unit description in Estimating but the corresponding unit description field in Job Cost was blank, Project Management would not import the estimate. Now, Project Management will import the estimate if the corresponding unit description field in Job Cost is blank and will use the unit description from Estimating.Adding More Than 1,000 Characters in Scope Field Caused Project Management to Quit
Adding or pasting more than 1,000 characters in the Scope field from the Setup > Jobs menu caused Project Management to quit. This issue has been resolved. Project Management no longer allows you to add or paste more than 1,000 characters in the Scope field.Change Order Not Totaling Change Request Correctly if Categories Not Used in Job Cost
When viewing a change order from the Contract Controls > Change Orders menu, individual change request items did not reflect the add-ons in the total if categories were not used in Job Cost. This issue has been resolved.Purchasing
Unconfirming Line Items Caused Purchasing to Quit
Unconfirming a line item after unposting an invoice from the Tasks > Enter Invoices menu caused Purchasing to quit. This issue has been resolved.Report Designer
Changing Print Options Caused Report Designer to Quit
Using File > Page Setup > Print Options and selecting the Print to File > Save As option caused Report Designer to quit. This issue has been resolved.Update 1
Payroll
Form 941 (Rev. January 2009)
The revised Form 941 (Rev. January 2009), originally issued in Software Notice 09-K, has been included in this update. The revised form is required for the first quarter of 2009.Schedule B (Form 941) (Rev. February 2009)
The revised Schedule B (Form 941) (Rev. February 2009), originally issued in Software Notice 09-K, has been included in this update. The revised form is required for the first quarter of 2009.Wisconsin Quarterly Magnetic Media
A carriage return/line feed (CR/LF) has been added to the end of each record in the Wisconsin state magnetic media file.Additional Support
Online Support Request
If you would like assistance with a solution and your service plan provides online technical support:
- Log on to https://customers.sagenorthamerica.com/irj/portal/anonymous/login.
- Click Self Service > Create> Customer Support Ticket. This sends your request directly to Customer Support.
Phone Support
If you prefer to speak to Customer Support, contact us by phone at the numbers listed below:
For Support in the U.S. or Canada
In the U.S. or Canada, call 800-551-8307. Support hours are Monday through Friday from 6 a.m. to 5 p.m. PT (Pacific time).
Upgrading Your Service Plan
If your service plan does not provide online technical support, you may add or upgrade a service plan by calling 800-858-7098 or by logging on to https://customers.sagenorthamerica.com/irj/portal/anonymous/login and clicking Self Service > Create > Customer Service Request.
- Click the following link to download the self-extracting file that contains the software update.
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